+79.1%
UAL vs ETSY
+146.8%
-67.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.7% | +9.2% | +3.8% |
| 7D | +0.7% | -8.5% | +9.2% | +2.3% |
| 30D | -16.1% | -10.9% | -5.2% | -14.5% |
| 3M | +6.1% | +14.1% | -8.0% | +3.2% |
| 6M | +10.8% | +37.5% | -26.6% | +3.6% |
| YTD | -0.4% | +38.0% | -38.4% | -7.2% |
| 1Y | +5.0% | +46.5% | -41.5% | -4.1% |
| 3Y | +124.0% | +2.5% | +121.5% | +112.8% |
| 5Y | +141.0% | -65.3% | +206.3% | +155.9% |
| 10Y | +118.0% | +451.6% | -333.6% | +38.4% |
| All | +79.1% | +146.8% | -67.7% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ETSY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling